At SwissDirekt we understand how important it is to know your family is provided for.
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Realising ambition. Managing risk. Wealth
We create tailored, sustainable solutions to meet each client's needs, aiming to maintain and grow their wealth.
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Realising ambition. Managing risk. Retirement
Retirement raises key questions about financing your dream and whether to let someone else manage your wealth for new opportunities.
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SwissDirekt is a leading financial services provider, offering a wide range of investment solutions to clients around the world. Our team of professionals is dedicated to helping you achieve your financial goals, whether you're looking to grow your wealth, protect your assets, or plan for the future.
Who We Are?
2003
Year of Establishment
35
Partner Banks
150
Clients Onboarded
SwissDirekt provides in-house discretionary and advisory services on investments, taking into account our clients risk profiles and requirements. Whilst our core expertise lies in investing our clients capital, with our extensive network, we also provide assistance in finding appropriate solutions with expert financial service providers (i.e. custodians, accountants, tax and immigration specialists, lawyers, fiduciaries). Whether this be for succession planning, tax planning, family relocation or for investment purposes, SwissDirekt is here to help you with your financial needs.
This service has been developed for our clients who prefer to manage their own money but would still like to receive prudent advice from us.
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At SwissDirekt, we believe in a client-centric approach that places your aspirations and financial goals at the heart of everything we do. That is why we have made it our mission to provide a distinguished level of portfolio asset management tailored exclusively to high net and ultra high net worth individuals and families. Our team of seasoned experts understands that your wealth is a product of your life’s work, and we are committed to preserving, growing, and optimizing it for future generations.
Safeguard Your Financial Assets with Trusted Professionals
What We do
Expertise
Our firm includes a deep bench of financial experts with a profound understanding of the intricacies of the financial world. We specialize in banking and financial structured investments across various market sectors, offering you access to exclusive opportunities and strategies that can optimize your wealth and as a priority minimize risk.
Tailored Solutions
We work closely with our clients to develop customized investment strategies designed specifically to align with their financial goals, risk tolerance, and preferences. Our strategies are dynamic, ensuring investments evolve with our client's changing needs.
Risk Management
We employ a rigorous risk management framework to protect client's assets while seizing opportunities. Our team consistently monitors market conditions and adjusts client portfolios to navigate changing economic landscapes. Our risk management protocols are designed to safeguard clients assets and mitigate potential losses while striving for long-term value appreciation.
Compliance and Security
SwissDirekt adhere to the highest industry standards in compliance and security. Rest assured that your assets are safeguarded, and your financial information is treated with the utmost confidentiality and security.
Exclusive Access
Our extensive network and partnerships grant clients exclusive access to an array of investment opportunities across diverse sectors. Diversification is a cornerstone of our strategy, helping clients to spread risk and capitalize on emerging market trends, all while ensuring their portfolios remains resilient.